Privacy Policy

Thank you for visiting Adroit Tax's website and reviewing our privacy policy. This privacy policy explains how we handle personally identifiable information (PII) and other data that you provide when you visit our website, use our IRS e-filing services, or conduct transactions with us.

Adroit Tax is committed to protecting your privacy and maintaining the confidentiality of your personal and tax information. This policy outlines our practices regarding the collection, use, storage, and protection of your information in compliance with federal privacy laws and IRS requirements for e-file providers.

What Information Do We Collect?

Personal Information

We collect personal information that you voluntarily provide when you:

• Register for an account on our website
• Use our tax preparation and e-filing services
• Contact us for customer support
• Subscribe to our newsletters or communications
• Participate in surveys or feedback requests

Tax and Financial Information

As an IRS e-file provider, we collect tax-related information necessary to prepare and file your tax returns, including:

• Social Security Numbers and Tax Identification Numbers
• Income information (W-2s, 1099s, etc.)
• Deduction and credit information
• Bank account information for direct deposit or payment
• Employment and business information
• Dependent and family member information

Technical Information

We automatically collect certain technical information when you visit our website:

• IP address and browser information
• Device type and operating system
• Pages visited and time spent on our site
• Referring website information
• Cookies and similar tracking technologies

How We Use Your Information

We use your information for the following purposes:

• Prepare, review, and electronically file your tax returns with the IRS
• Process payments and refunds
• Provide customer support and respond to inquiries
• Verify your identity and prevent fraud
• Comply with legal and regulatory requirements
• Improve our services and website functionality
• Send important account notifications and tax-related updates
• Provide optional marketing communications (with your consent)

Information Sharing and Disclosure

Adroit Tax does not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

Required Disclosures

• With the IRS and state tax authorities as required for tax filing and compliance
• When required by law, court order, or government request
• To protect our rights, property, or safety, or that of our users

Service Providers

We may share information with trusted third-party service providers who assist us in:

• Processing payments and banking transactions
• Hosting and maintaining our website and systems
• Providing customer support services
• Conducting security and fraud prevention measures

All service providers are contractually required to maintain the confidentiality of your information and use it only for the specified purposes.

How We Protect Your Information

We implement industry-leading security measures and host our services on highly secure cloud infrastructure to protect your personal and tax information:

Cloud Security Infrastructure

• Enterprise-grade cloud hosting with tier-1 security certifications (SOC 2, ISO 27001)
• Redundant data centers with 99.9% uptime guarantee
• Advanced DDoS protection and network security monitoring
• Automatic security updates and patch management
• Geographic data replication for disaster recovery

Data Encryption and Transmission

• 256-bit SSL/TLS encryption for all data transmission
• End-to-end encryption for sensitive tax documents
• AES-256 encryption for data at rest
• Encrypted database storage with secure key management
• HTTPS enforcement across all web communications

Access Controls and Authentication

• Multi-factor authentication (MFA) for all user accounts
• Role-based access controls with principle of least privilege
• Secure session management with automatic timeout
• Real-time fraud detection and account monitoring
• IP-based access restrictions and geolocation blocking

Compliance and Monitoring

• Full compliance with IRS Publication 1075 safeguarding requirements
• Regular third-party security audits and penetration testing
• 24/7 security operations center (SOC) monitoring
• Automated vulnerability scanning and threat detection
• Employee background checks and confidentiality agreements
• Annual security awareness training for all staff

Business Continuity

• Automated daily backups with point-in-time recovery
• Comprehensive disaster recovery and business continuity plans
• Regular backup testing and recovery drills
• Redundant systems and failover capabilities

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience and improve our services. Cookies are small files stored on your device that help us:

• Remember your login status and preferences
• Analyze website traffic and usage patterns
• Provide personalized content and recommendations
• Detect and prevent fraud

You can control cookie settings through your browser, but disabling cookies may limit some website functionality.

Data Retention

We retain your information in accordance with legal requirements and business needs:

• Tax returns and supporting documents: 7 years from filing date
• Account information: Until account closure plus 3 years
• Transaction records: 5 years from transaction date
• Marketing communications: Until you unsubscribe

Your Rights and Choices

You have the following rights regarding your personal information:

• Access and review your personal information
• Request corrections to inaccurate information
• Opt-out of marketing communications
• Request account deletion (subject to legal retention requirements)
• Receive a copy of your tax documents

To exercise these rights, please contact us using the information provided below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing any personal information.

Privacy Complaints and Contact Information

If you have questions about this privacy policy or wish to file a privacy complaint, please contact us:

Important Note: Our privacy team can only address questions about our privacy policies and practices. For tax-related questions or account support, please contact our customer service department. Do not include sensitive tax or financial information in privacy-related correspondence. Please allow up to 30 days for a written response to privacy complaints or inquiries.

Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. We will notify you of material changes by posting the updated policy on our website and updating the "Last revised" date. Continued use of our services after policy changes constitutes acceptance of the updated terms.

Your Consent

By using our website and services, you consent to the collection, use, and disclosure of your information as described in this privacy policy. If you do not agree with these practices, please do not use our services.